In the spirit of givingDecember is traditionally the time for giving in many countries – and being generous with your head and heart can be just as valuable as with your hip pocket. As US investor and philanthropist Warren Buffet has said, the most precious asset one can give to the community is time. In this edition, we focus on Macquarie staff from around the world who give just that and the positive outcomes that can arise. Highlighted below are some examples.

In the UK - Staff share core skills with four local charities As part of the 2010/2011 COmmunity REsourcing (CoRe) programme launched last month, 25 staff from Macquarie’s London office have been matched with four charities to help them develop their IT, business and financial planning, marketing and communications, and governance and operations. Led by Cavan O’Grady (ITG), Alison Wood (MFG MIRA), Philip Ellick (MacCap), and Nigel Bunclark (CAG BSD), staff will be offering their skills to The Stuart Low Trust, Maytree, Islington Play Association and the Accept Consortium. This is a unique initiative piloted in London last year.

In Hong Kong - Staff help local charities with strategic planningThe Hong Kong office is providing venue space to local capacity building organisation Asian Charity Services to run training and consulting services to not-for-profits. These sessions aim to improve social outcomes and develop organisational competencies in strategic planning, leadership and corporate governance, human resources, financial management and fundraising. MFG’s Joshua Pieterse recently participated in one of these workshops by consulting to Bring Me A Book Hong Kong (which aims to improve family literacy in Hong Kong). Bring Me A Book subsequently identified improvements to its fundraising strategy.

In Canada - Staff provide financial modelling for charities to access creditStaff from MacCap Advisers in Toronto recently undertook a pro bono project to provide financial modelling for the Community Forward Fund, designed to help charities access working capital and bridge loans. As financing options enabling Canadian charities to grow and thrive are limited, the aim of the Community Forward Fund is to provide charities with information about the range of financing available to them as well as working capital. The work of MacCap’s staff was invaluable in helping to create a financial model which is now being reviewed by potential investors and a range of charities interested in securing capital from the fund.

In the US - Staff train adult interns

CAG’s Business Services staff have invested substantial time and energy training adult interns from the HOPE Program, which provides three-month work readiness training to people who have faced multiple barriers to employment. Each person enrolled in the program must complete a 10-week unpaid work experience internship consisting of a rotation through several BSD work areas. Staff provide one-on-one guidance, helping individuals gain work experience and broaden professional networks.

Issue Four // 2010Contents

➔➔ Message from the Foundation➔➔ Our staff in the community➔➔ Staff snapshot➔➔ Regional news➔➔ Contact us

MACQUARIE IN THE COMMUNITY

Bringing kids a book via Hong Kong staff.

RMG’s Amy Veitch, MacCap’s Shenny Wilkenson and CAG’s Rachel Walkden chat to staff from Islington Play Association at the launch of the CoRe programme in London.

Cert no. SGS-COC-006100

Australia / New Zealand

It is very satisfying to read in this edition of the newsletter about staff who give of their time and intellect to not-for-profit organisations. The Foundation has always believed that corporate philanthropy should be about more than just writing cheques. Although fundraising is an integral part of contributing to the not-for-profit sector, much value can also be driven through volunteering.

Whether staff provide free financial modelling, marketing, mentoring or manual labour, all such efforts demonstrate our engagement with the communities in which we work.

In addition, the increasing attention on social finance, which is an approach to managing money that delivers a social dividend as well as an economic return, is an interesting development in how philanthropy and business can work together.

In Canada, Macquarie is taking a lead in this emerging field, with the Chairman of Macquarie Capital Markets Canada, Stanley Hartt, serving on the Social Finance Task Force alongside former Prime Minister Paul Martin. The task force will release a series of recommendations designed to make it easier to finance charities, social entrepreneurs, and innovative solutions to global problems.

Macquarie Group Foundation’s 25th anniversaryIn September, the Foundation celebrated Macquarie’s contribution to the community when 200 people attended an event to mark our 25th anniversary, although its origins go as far back as the 1970s when the Hill Samuel Charitable Trust was established.

The New South Wales Governor, Professor Marie Bashir AO, attended the Sydney event and noted the Foundation’s pioneering approach to corporate philanthropy. The Governor compared Macquarie Group’s innovation in the field to an early governor of New South Wales and the man from whom Macquarie took its name: “Lachlan Macquarie encouraged innovation, enterprise and wide community involvement in producing stability and capacity building.”

MFG Group Head Shemara Wikramanayake delivered a presentation on behalf of Nicholas Moore, reiterating that one of the particularly pleasing aspects of staff engagement in the community is the utilisation of Macquarie skills and talent. “The Macquarie Group Foundation inspires a culture of philanthropy among our staff, where one act of volunteering or fundraising can encourage many more.”

Community awards for EDsThe Foundation is pleased to note that Mike Bernstein, MFG’s Toronto head, was recently awarded an Ontario Volunteer Service Award to recognise his five years of outstanding volunteer service with the charity Youth in Motion (YIM).

The award was presented by the Minister for Citizenship and Immigration for Mike’s contribution to the national charity set up to help young people reach their potential. YIM founder Akela Peoples said Mike was nominated for his model board membership and advice and guidance to YIM staff, as well as securing Macquarie’s wider involvement through staff volunteering, work placements and help with a grant from the Macquarie Group Foundation.

We would also like to congratulate the Executive Chairman of our Melbourne office, Simon McKeon, who has been named Victoria’s Australian of the Year 2011 for his support of multiple Australian and international charities. Simon is involved with Business for Millennium Development, a group which encourages businesses to engage with the developing world and Red Dust Role Models, which works with remote Indigenous communities. Simon was a director of World Vision for 15 years and is now a director of the Global Poverty Project, as well as volunteering as a counsellor for heroin addicts.

Global Macquarie Movember challengeAs this newsletter went to print, fundraising for Movember from Macquarie offices around the world was close to $A700,000, approximately $200,000 more than the amount Macquarie contributed last year for the men’s health initiative.

Around 620 Macquarie men registered across 30 offices to outdo each other’s moustache-growing efforts, with the Foundation’s online Movember platform, a forum for staff to compare fundraising efforts, attracting many photos displaying mo progress.

This is an excellent contribution to efforts to fight diseases which affect men, such as depression and prostate cancer.

Macquarie Staff Community AwardsNominations are now open for the Macquarie Staff Community Awards, which recognise staff who have made outstanding contributions to their community. Nominations are open for the Volunteer of the Year, Fundraiser of the Year and Pro Bono Adviser of the Year, as well as a Team Award which will apply to any of the above three categories.

All winners’ prize money goes towards their associated not-for-profit organisation. Winners of each category will receive $A10,000, Highly Commended winners will receive $A2,000 and the Team Award will receive $A5,000. Nomination forms can be found on Macnet and all permanent staff globally are eligible to apply.

Season’s greetings from the FoundationThe Foundation receives many thank you letters from community organisations around the world. In this context, we were particularly gratified to recently receive a letter from a student at St Jude’s School - which provides free boarding education for children with high potential who are from the poorest Tanzanian families – following a recent donation to St Jude’s by a FICC staff member. In the spirit of Christmas, with staff around the world donating to organisations working with the needy, we have reproduced the letter at left and wish all Macquarie staff a happy and safe festive season.

David Clarke Chairman

Message from the Foundation

MFG’s Mike Bernstein at the Ontario Volunteer Service Awards.

Student letter from St Jude’s.

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OUR STAFF IN THE COMMUNITY

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1 Food for those who need it When your belly is empty or you’re not sure where your next meal is coming from, all other matters fall by the wayside. If you or your family are hungry, it’s accessing food that’s the priority, with less focus available for health, education, employment or other ways to climb out of the downward spiral.

Macquarie staff from North America in particular are working with community organizations who provide food to those struck by homelessness, poverty or other disadvantage. Below are case studies from four different cities.

In New York: Astoundingly, one in every five New York City children is fed by a community food pantry. Macquarie’s New York staff are longstanding supporters of food rescue organization City Harvest through the Skip Lunch, Fight Hunger fundraiser and Mobile Markets volunteering. Staff recently went one step further and teamed up with City Harvest to collect and distribute freshly grown produce that had not been sold at farmers’ markets to hungry New Yorkers. Thirteen Business Services staff collected 135 bags (5,200 pounds or 2.3 tonnes) of fresh organic produce to load onto City Harvest trucks for delivery to two major soup kitchens in Brooklyn. BSD’s Laura Lenihan described the experience as “lots of flexing, food, and fun!”.

In Detroit: The number of people served by emergency food providers each week in south-east Michigan has increased by over 78% in the past four years. Knowing this, Detroit CAF staff in the Bloomfield Hills office have helped fill the gap by donating fresh fruit and vegetables as well as canned goods to local not-for-profit Forgotten Harvest. The organization rescues surplus, prepared and perishable food and donates it to over 165 community agencies working with the hungry.

In Philadelphia: MFG staff are bringing in food for local community organization Philabundance to help ensure that families in the Delaware Valley have food for the holidays. Philabundance serves low-income people at risk of hunger and malnutrition, 23% of whom are children and 16% senior citizens. In addition to a week-long food drive, staff also participate in a “packing day,” sorting through donated food, packing food boxes, and washing and sorting produce. These efforts help Philabundance distribute 21 million pounds (about 5,5000 tonnes) of food each year.

In Calgary: Led by MacCap’s Nikki Fulbrook, Calgary staff have been providing food for the homeless in a variety of ways. A group of staff recently spent an evening at the Calgary Inter- Faith Food Bank organizing supplies, packing boxes and handing out food to needy individuals and families in the area. Staff also spent an evening at the Calgary Drop-In Centre, a local agency providing services for the homeless. Twenty staff cooked, served, and cleaned up after the meal, supplying 1,150 local homeless individuals with food. As MacCap Advisers’ Tom Ebbern said, “helping out at the Food Bank and drop-in centre really opened our eyes to the needs in our local community and gave us an opportunity to connect with individuals requiring help”.

The Macquarie Calgary team now plans to make volunteering at the Food Bank and Drop-In Centre a regular event.

2 Legs eleven breaks the ice at mentor meet and greetThe challenge should you choose to accept it: work with teenagers to increase their self-confidence, raise their aspirations, gain experience of the working world and improve their academic performance. As any parent knows, that’s easier said than done.

But 21 staff across the London office recently accepted the challenge by attending the mentor and mentee matching session to meet 33 students from Cardinal Pole School and getting to know them through a friendly human bingo competition.

This is the seventh year volunteers have been mentoring 14 to 15 year-old students from the local Hackney School.

3 Trick or treat? Halloween Manila hospital styleOn Halloween Eve, children from Hospicio de San Jose joined Manila staff and their children for an afternoon of ghoulish fun. Twenty children from the hospital arrived at Macquarie’s office in their handmade costumes to celebrate the night, with entertainment including puppet and magic shows, games, a film screening, costume party and, of course, treats provided by staff. All three Macquarie floors decorated their areas and showered the kids with candy and chocolate. The Manila office went to enormous effort to create an impressive Halloween party for the children, many of whom are orphans.

4 Finding Solid Ground in ChicagoHomelessness is a problem in the US, with an estimated 2.5-3.5 million people either living on the streets or in an emergency shelter in any one year. In Chicago, Macquarie staff have partnered with service organization La Casa Norte to help homeless or precariously housed youth and families in a variety of ways.

In recent months, staff have hosted a clothing drive for La Casa Norte’s Esperanza Trabajando job readiness program, donating gently-used suits, ties, dresses and shirts to ensure clients are prepared for job interviews.

Staff have also connected with young residents in La Casa Norte’s Solid Ground supportive housing program. A career panel luncheon enabled Macquarie staff to share their life experiences and ways of overcoming obstacles to build a career and, on a separate occasion, participated in La Casa Norte’s home cooking program.

5 Right royal run with Tokyo’s Special OlympiansIn October, eight Tokyo staff ran with athletes from Special Olympians Nippon Tokyo (SONT) in the race of the year around the grounds of the city’s Imperial Palace. The Macquarie staff were part of the 200-strong Special Olympics event which aims to empower people with intellectual disabilities to realise their potential and develop skills through sports training and competition. As well as accompanying the athletes on their enthusiastic runs, Macquarie contributed a total of ¥168,000 to SONT, with Team A (captained by MSG’s Dan Lucas) coming twelfth and Team B (captained by RMG’s Paul Shelton) 57th.

1 CAG’s Natalie Bloomfield and Kylie Nelson haul fresh radishes to City Harvest trucks in NYC.

2 FICC’s Jo Stoneham and Mitchel Fowler meet their Hackney School mentees.

3 Masquerading as the Red Queen is ITG’s Cheche

Aggabao surrounded by Hospicio de San Jose orphans.

5 Macquarie team captain Dan Lucas with participants in the SONT run.

12 MSG’s Nussara Pansub with her partner and son at the Bring The Elephant Home tree-planting.

13 FICC volunteer Heather Leslie gets moving with the jump rope demonstration in Houston.

Children and parents enjoy an art-making workshop at New York’s Dorothy Day Early Childhood Center.

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MRB team get ready to paint for Youth Off The Streets.

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in the

communityour staff

6 Social networkingEver wondered what happens to your old computer at work when you get a new one? Chances are it was leased and goes back to the leasing company, but sometimes it wends its way to other homes. Macquarie Equipment Finance, part of CAF, specialises in leasing computers to large corporates and last year in Japan had 110,000 computers returned to it post-lease. Most are refurbished and resold and some are recycled for parts but a number of the computers are donated to charities who can use older equipment. Four Japanese charities were able to benefit from this arrangement over the past year: The Japan Association for Refugees, Kasumisou Foundation, Special Olympics Nippon Tokyo and Table for Two.

Computer donation also aids organisations which use them as part of their training in the community. ProLiteracy is an organisation which tutors adults and CAF in Detroit have supplied 20 reconditioned laptops to Rotary Clubs in both Michigan and Ontario, greatly enhancing Pro Literacy’s training capacity. And in New York, FICC’s Adam Ford is a board member of the United Foundation for the Future of Kids, which supports educational efforts in developing countries by building schools or outfitting classrooms that have little in the way of learning materials. CAF was recently able to donate eight laptops for a new school computer lab in Belize that Adam’s charity is funding.

7 Come fly with me: airport outing with cerebral palsy sufferersTwelve Singapore staff recently took a half day’s leave to accompany children from the Cerebral Palsy Centre of Singapore to Changi Airport and McDonalds. The centre provides early intervention, special education, rehabilitation services and vocational training for Singaporeans with cerebral palsy and related disabilities. It also provides day activity programmes that require able-bodied adults to assist. MSG’s Desiree Pretorius arranged the trip and the afternoon’s logistics and saw to it that initial nerves from some of the volunteers unused to dealing with small children quickly faded after introductions. The public bus trip, some plane watching and finally a Happy Meal resulted in smiling faces for all participants.

8 Wall St beckons for Fresh Air studentsTwenty-five students from a community organization that works with children from low-income families recently visited Macquarie to get some stock tips from MSG staff, eat pizza and tour the trading floor where the computers were a particular marvel. Led by Christine Choe, Fresh Air Fund students were presented with trading wisdom from analysts Joshua Dunivant, John Macaskill, Bruce Murdock, Frank Amico, and Karen Blando. Global Head of Derivatives Delta One Todd Steinberg said he was also very happy to partner with Fresh Air Fund. “The reality for most kids growing up in New York’s inner city is that without guidance and support they will not have the same opportunities as most Macquarie staff,” he said, adding it was important to help the students develop perspectives on possible careers.

9 Remember the days of the old schoolyardToronto staff are joining colleagues in London, Sydney, New York and Hong Kong who have signed up to Macquarie’s Big Buddy reading program. Twenty three staff from across the business have joined the Big Buddy program and - a new development – the JUMP Math program. Staff are working with children in Grades 3-5 from Grenoble School in Flemingdon Park, an area facing many challenges. Paul Donnelly, head of Macquarie Canada and a seasoned Big Buddy from the Melbourne office, said it was exciting to be able to take part in the new local Big Buddy program: “The children at Grenoble School can really benefit from our volunteer involvement.”

10 Twelve hands make light work

Six staff from Sydney’s Macquarie Relationship Banking team got out paint brushes and rollers to spend an afternoon giving the Youth Off The Streets’ Don Bosco House a face lift. The Marrickville house provides crisis and short-term accommodation for homeless youth aged between 15 and 18 and, while there, enables them to receive food, health care, information and referrals to other services, and the opportunity to participate in social activities.

11 NYC’s GVN fosters cool cultureNew York City is full of cultural opportunities, but low-income families often lack both access and an understanding of how to utilize these opportunities for their children’s development. Not-for-profit organization Cool Culture works with families and institutions such as museums, galleries and wildlife centres to bring the two together. It recently partnered with Macquarie’s Graduate Volunteer Network to connect the Dorothy Day Early Childhood Center and the Studio Museum of Harlem, where children and parents looked at and discussed art together. Graduates played with three and four-year-olds, their parents learned from the museum’s educator and together the groups explored how art can build literacy skills. One mother likened the family art-making workshop to a foot massage: “During the massage, you think, ‘This feels good’ and then afterwards, ‘You can feel your feet again!’”

12 Bangkok staff feed elephantine appetitesWith approximately 150 wild elephants left in Salakpra Wildlife Sanctuary, just outside of Bangkok, staff from Macquarie’s Bangkok office recently planted 625 trees over the course of one day to try to keep the elephants’ habitat intact. The forest has diminished through neglect and a growing human population around its boundary and, as a result, Salakpra is now a damaged peninsula with the elephants forced to eat local crops. Staff and their families worked with Bring the Elephant Home Foundation to plant the trees which not only helps relieve the elephants’ food shortage but also increases the forest’s biodiversity.

13 Healthy Houston ’hoodsIn Houston, thousands of working-poor families have little access to health care. Staff from Macquarie’s Houston office have joined with local not-for-profit Neighborhood Centers Inc to help families in need receive medical care such as immunizations, health screenings and educational resources including nutrition and exercise tips for children. Macquarie volunteers provided check-in and distribution support at Neighbourhood Center health fairs, and also worked with young people in the exercise demonstrations.

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CAF’s Jack Durham delivering laptops to ProLiteracy in Detroit.

Getting to the airport on time with their charges were CAG’s Hema Michell, ITG’s Richard King, BFS’s Anahita Kapoor and CAG’s Kevin Hardy.

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MSG’s Tim Alston passes on stock tips to Fresh Air Fund students.

Staff Snapshot

Contact UsFor more information on Macquarie Group Foundation activities, to submit a story for the next edition or for a printed copy of this newsletter please contact:

Anna Le Masurier, Sydney +61 (02) 8232 0174 Anna.Lemasurier@macquarie.com www.macquarie.com/foundation

14 Not out for budding cricket leadersMacquarie Sports’ annual Cricket Leadership Day provided 110 promising cricketers from across Sydney and ACT with coaching from an array of cricketing stars. Each of the teenage boys spent time on their specialised position: Matthew Hayden focused on opening batters, Phil Jaques with top and middle-order batmen, Steve Rixon with wicket keepers, Sri Lankan International Russell Arnold with all-rounders and spinners, and Michael Kasprowicz and Josh Hazlewood with fast bowlers. The coaches outlined what each of the budding young cricketers needed to focus on to improve and the boys, who were selected by their school teachers and Green Shield coaches, were also given tips on public speaking by industry expert Andrew Coorey.

15 GVN’s fundraising not so trivial The NSW Spastic Centre can look forward to a fun-filled party thanks to the fundraising efforts of Sydney’s Graduate Volunteer Network. Almost $20,000 was raised for a free, festive day out for children suffering cerebral palsy and their families. Health club memberships, floristry workshops, theatre tickets and sailing trips were some of the prizes that enticed 300 staff to attend a trivia night held in October.

16 Staff see Pink in OctoberMore than 30 staff volunteered to assist at the National Breast and Ovarian Cancer Centre’s annual breakfast in Sydney and lunch in Melbourne. The volunteers helped set up the day before the functions and staffed the registration, raffle and silent auction desks at the events. The events present new information and raise funds for breast cancer. Staff in other offices also organised Pink Ribbon morning teas and, while enjoying a cupcake or two, raised more than $A5,250 for the National Breast Cancer Foundation in Australia and more than $NZ3,600 in New Zealand.

17 Personal and fundraising bests for Treasury teamFor the third year in a row, Angus Cameron and Anthony Ford from CAG’s Group Treasury completed the 100km Oxfam Sydney Trailwalker and were the number one corporate fundraising team. The Walk The Line team raised $47,468, finished as a full team and beat its best time by over four hours, finishing in 17 hours 29 minutes (coming 14th out of teams that finished as a complete four). It was one of 10 teams – the others being On A Mission, Trans-Tasman Allstars, Technologic, WunderhikePlatoon 2, Banana Bunch, Feet First, The Mambos, Wolf Pack, and The Movers and Chafers – that represented Macquarie and together raised almost $140,000 for Oxfam Australia.

18 Ready, set…bandannasFifteen Sydney ITG finance stuff put down their calculators and rolled up their sleeves to pack 1,000 boxes for CanTeen’s Bandanna Day, CanTeen’s largest fundraiser to support young people living with cancer. Thousands of bandannas needed to be sorted, stacked and boxed before being distributing to retailers to sell on National Bandanna Day in October.

Regional newsAustralia /

New Zealand

Annissa Vaz CAF, Sydney

Annissa has volunteered with the Jesuit Refugee Service, the Mirabel Foundation, Oxfam and Big Buddy.

Anthony Ford and Angus Cameron at left in their winning Trailwalker team line-up.

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Sri Lankan cricketer Russell Arnold coaching young cricketers at Macquarie Sports’ Leadership Day.

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Trivia night coordinator Meagan McDonald with fellow BFS GVN member Lauren Coombes.

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ITG Sydney finance team in their bandanna-packing best.

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My day job is... Executive Assistant to the CAF Lending team.

I got involved with my chosen charities... because I realised how beneficial it was to give of my time as opposed to just donating money. In 2003 I volunteered for 2 months at a mission school and 3 refugee camps on the border of Myanmar and Thailand teaching English and life-skills to older children, helping them attain ID cards and educating them to entry-level university. It was one of the most invaluable experiences of my life.

My community needs more... volunteers! When I returned from the refugee camps, I was inspired to offer my time to not-for-profits in Australia as there is a definite need here for volunteers also. For the last 3 years I have been volunteering with the Mirabel Foundation which provides support to children who have been orphaned or abandoned due to parental

illicit drug use. I have volunteered on Big Day outings and annual 3-day kids mega camps on the Central Coast.

I can help my community by... talking to others about the work of these great organisations and encouraging them to allocate some social time to volunteering.

I’d like to volunteer for... the Hamlin Fistula Foundation and assist in building awareness of the trauma experienced by pregnant women specifically in Ethiopia and how donations can help.

If I could fix one problem it would be... closing the gap on cultural difference and intolerance in Australia.

One person who most inspires me is... a great Aussie, Dr Catherine Hamlin who started the Hamlin Fistula Foundation. Her and her late husband’s work in Ethiopia have saved many thousands of women’s and babies’ lives by providing medical assistance, hospital services and educational clinics.